Kate Thompson
SVP, Head of ETF Distribution, Allianz Life Financial Services, LLC Member Finra
- Role
- SVP, Head of Etf Distribution at Allianz Life
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Kate Thompson
A results-driven distribution Executive, with multifaceted experience in strategic planning, sales automation, data and analytics, and training and development. Possesses a proven track record of building cultures of success and leading teams through continuous change. Excels at leading strategic growth initiatives by identifying, developing, and delivering innovative solutions through distribution partners. Leverages exemplary leadership, technical, and communication skills to fulfill a company’s goals and vision while maintaining industry-leading standards of excellence.
Experience
SVP, Head of Etf Distribution
Sep 2022 — Present
Education
Harvard Business School Executive Education
Certificate of Management Excellence, Business Administration and Management, General
University College Dublin
Bachelor of Arts (B.A.), Psychology
Skills
- Fixed Income
- Financial Services
- Series 7
- Asset Management
- Finance
- Investments
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Risk Management
- Business Development
- Wealth Management
- Series 63
- Hedge Funds
- Equities
- Portfolio Management
- Retirement Planning
- Finra
- Business Strategy
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